Arthur Roy Mcpherson

Current Employers

Employment History

• 12/2010 → Present
  Mcpherson Financial Group, Llc
  Melbourne, FL
• 11/2014 → 06/2019
  Tcm Securities
  Woodstock, GA
• 06/2015 → Present
  Triumph Wealth Advisors
  Woodstock, GA
• 01/2019 → Present
  Prostatis Financial Advisors Group
  Hanover, MD
• 06/2019 → Present
  World Equity Group Inc
  Melbourne, FL

Previous Registrations

• 2015-08-14 → 2024-05-30
  Triumph Wealth Advisors, Inc.
  Melbourne, FL
• 2014-03-06 → 2014-11-13
  Intl Advisory Consultants Inc.
  Melbourne, FL

Other Businesses

1) Insurance Agent & DBA - MCPHERSON FINANCIAL GROUP; Started 12-2010, 3159 ALZANTE CIRCLE, MELBOURNE FL. 32940, INVESTMENT RELATED, NATURE OF BUSINESS INSURANCE AND FIXED ANNUITIES, DEVOTE APPX 20 HOURS PER MONTH TO BUSINESS AND 20 HOURS DURING SECURITIES TRADING, Position: President/Agent, Duties, Run office and manage insurance related product sales. 2)INVESTMENT ADVISOR REPRESENTATIVE FOR TRIUMPH WEALTH ADVISORS, Investment Related, Started 12/2010, Approx up to 120/mo, all during trading hours, 2230 TOWNE LAKE PARKWAY, WOODSTOCK, GA. 30189, OFFERS ADVISORY SERVICES, SUCH AS ASSET MANAGEMENT, FINANCIAL PLANNING AND OTHER INVESTMENT ADVISORY SERVICES. 3) Investment Advisor Representative for Prostatis Group, Investment Related, Started 6-2018, Approx 120 hrs/mo, all during trading hours, 7580 Buckingham Blvd Ste 180 Hanover MD; Nature: Provide investment related advisory services/asset management/financial planning, Position: IAR, offering investment advisory services, Duties: Give Financial planning advise to clients that are requesting those services. 4) Financial Independence Council, Investment related, started 6/2020, Approx. 4 hrs/mo, none during trading hours, 3159 Alzante Circle, Melbourne, FL 32940, Nature: Board member for Financial Independence Council (financial literacy program), Position: Board Member-Voluntary/not paid, Speak at universities to encourage financial literacy 3-4 times/yr. 5) Author, Investment Related, Started 6/2020, Approx. 10 hrs./Mo, none during trading hours, 3159 Alzante Cir., Melbourne, FL 32940, Nature: Book writing, Position: Author, Duties: Writing books for financial educational purposes. 6) Security Clearance Pathway Foundation.org; Not Investment Related; 140 Tomahawk Drive MS 33, Indian Harbor Drive, FL 32937; Non Profit that assists Americas students in preparing for the federal security clearance process and the application needed to perform classified work; Posn/Title/Relationship: Board Member; Start Date: 02/01/2024; Approx. Hrs/Mo: 1 Hr; Hrs during Trading: Zero; Duties: Quarterly meetings and experience in the financial services industry. 7) Estate planning team; Not Investment Related; 45110 Club Dr., Suite B, Indian Wells, CA 92210; Estate Planning Team (EPT) is a membership organization comprised of attorneys, CPAs, QI's, real estate, insurance, and financial service professionals dedicated to helping their clients preserve their wealth and protect their estates.; Posn/Title/Relationship: Referral Network/Agent; Start Date: 02/01/2024; Approx. Hrs./Mo: 2; Hrs during Trading: 2Hrs.; Will refer clients for their services if needs arise.

Exams

• S66 Uniform Combined State Law Examination
  2013-10-10
• S63 Uniform Securities Agent State Law Examination
  1992-08-17

Other Names

• Art Mcpherson
• Arthur Roy Mcpherson